Robert Jordan

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Fairstone Financial Management Limited

    FRN 475973

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 8 Feb 2024)
    • [FCA CF] Client dealing (since 8 Feb 2024)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Feb 2024)
    • CF30 Customer (21 Dec 2017 to 12 Feb 2024)
    • CF1 Director (AR) (21 Dec 2017 to 12 Feb 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF1 Director (AR) (2 Apr 2012 to 31 Dec 2017)
    • CF30 Customer (10 Jun 2010 to 31 Dec 2017)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (5 Mar 2010 to 22 Mar 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 16 Mar 2010)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

Updates to this individual's record on the FCA register.

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